Getting StartedJan 1, 2025
Getting Started with Donor Management
Learn the fundamentals of effective donor management for your nonprofit.
CRM reimagined
The CRM that finds your next prospectand helps you win them.
Bring your contacts, relationships, marketing, events, documents and everyday work together. Prismaya helps you understand what matters, automate what slows you down and decide what to do next.
Works with the tools you already use.
Connect Prismaya to hundreds of applications and automate work across your entire organisation.
Google Workspace
Microsoft 365
Slack
Stripe
Mailchimp
HubSpot
Salesforce
Shopify
QuickBooks
Xero
WhatsApp
Zoom
More than a CRM.
Prismaya is a highly customisable CRM, marketing and operations platform. It connects your relationships with the work that moves them forward—from the first conversation to campaigns, projects, appointments, payments and long-term growth.
Instead of forcing your organisation into a fixed way of working, Prismaya adapts to your data, processes and priorities. Create the records, relationships, layouts and workflows you need, while keeping everything connected in one place.
Prismaya at a glance
- •One connected view of every relationship, activity and next step.
- •Custom objects, fields, relationships, layouts and workflows.
- •Sales, marketing, projects, appointments, events and payments in one platform.
- •Permission-aware intelligence through Ask Prismaya.
- •Secure automation across Prismaya and the applications you already use.
- •Granular permissions, field-level access and complete audit trails.
Why organisations need a CRM that adapts
Most organisations end up spreading important work across a CRM, spreadsheets, inboxes, project tools and disconnected services. Prismaya brings that work together without making every organisation operate in the same way.
- •See the complete history and context behind every relationship.
- •Connect sales, service, marketing and operational work.
- •Replace repetitive administration with secure, visible automation.
- •Give each team the information and tools it needs.
- •Adapt the platform as your organisation changes and grows.
How Prismaya differs from traditional CRM software
Traditional CRM systems often concentrate on contacts and sales records, then rely on separate products for the work around them. Prismaya connects relationships, operations, communication and intelligence in one configurable platform.
| Capability | Prismaya | Traditional CRM |
|---|---|---|
| Data model | Custom objects, fields and relationships | Predetermined records and structures |
| Daily work | CRM, projects, tasks, calendars, events and payments | Primarily contacts and sales activity |
| Marketing | Audiences, campaigns, newsletters and attribution | Often requires additional products |
| Intelligence | Ask questions and complete approved actions in context | Separate reports or generic assistants |
| Automation | Workflows across Prismaya and external applications | Limited or dependent on add-ons |
| Governance | Granular permissions, field access and audit trails | Varies by product and plan |
One platform. Many ways of working.
Businesses and sales teams
Manage contacts, accounts, opportunities, pipelines, campaigns and follow-up from one connected workspace.
Agencies and professional services
Connect client relationships with projects, deadlines, meetings, files, billing and delivery.
Education and membership organisations
Manage learners or members, communications, events, renewals, payments and ongoing engagement.
Charities and nonprofits
Coordinate supporters, fundraising, volunteers, programmes, grants, campaigns and impact without losing sight of each relationship.
Everything you need to build relationships and get work done.
Connect CRM, marketing, operations and collaboration without stitching together a different tool for every job.
Relationships & CRM
Keep contacts, accounts, groups, activities, conversations and linked records together in one complete view.
Sales & Pipelines
Track opportunities through configurable pipelines and focus attention on the right next step.
Projects & Tasks
Plan projects, milestones and workloads while keeping every task connected to the outcome behind it.
Calendars & Appointments
Coordinate availability, meetings, reminders and public booking without losing relationship context.
Events & Attendance
Create events, manage registrations and tickets, track attendance and automate follow-up.
Campaigns & Communications
Build audiences, create campaigns and newsletters, and see activity on each contact timeline.
Payments
Manage payment pages, one-off and recurring payments, and the relationships connected to them.
Automation & Ask Prismaya
Automate routine work, find information, understand what matters and complete approved actions.
Built around the way
you work
Shape Prismaya around your organisation, then keep every relationship and every part of the work connected.
Campaign Planner
120S
Creates clear, ready-to-use campaign briefs using product info, audience data, and past results.
Google Ads
SaaS
Content
Issue Tracker
10S
Creates clear, ready-to-use campaign briefs using product info, audience data, and past results.
Google Ads
SaaS
Content
Risk Analysis
40s
Creates clear, ready-to-use campaign briefs using product info, audience data, and past results.
Google Ads
SaaS
Content
Know every relationship
See contacts, organisations, activities, communications, tasks and linked records together, with the context your team needs to act.
Campaign Planner
Fetching Data
10s
Processing Data
20s
Performing Action
30s
Waiting
40s
Generating Report
50s
Run the work
Connect projects, tasks, milestones, calendars, meetings, discussions and files to the outcomes they support.
Grow with precision
Turn connected data into useful audiences, relevant campaigns, timely follow-up and a clear view of what is working.
Ask your CRM. Get useful answers.
Ask Prismaya understands the CRM and operational data you are permitted to access. Find information, summarise activity, draft content and complete approved actions without hunting through screens or reports.
Understand what needs attention
Ask questions in everyday language and get answers grounded in the live context of your organisation.
Move from answer to action
Draft communications, update records and begin useful work while keeping you in control of what happens next.
Campaign Planner
Creates clear, ready-to-use campaign briefs using product info.
Ready made solutions
Find the right information
Search across the records you are allowed to access without assembling another report.
Summarise the context
Turn timelines, conversations and linked work into a clear, useful summary.
Complete approved actions
Prepare and complete permitted actions with review and confirmation before important changes are made.
Built for desktop
Prismaya keeps the information and actions you need within reach, whether you are at your desk, in a meeting or working on the move.
Move between desktop, tablet and mobile without losing the context of the relationship or task in front of you. Updates remain connected, so your team can continue from the same current information.
Use focused workspaces, quick actions and timely reminders to keep important work moving wherever it happens.
9:41
📱
Relationship context
View the history, activity and next steps behind every relationship
🔒
Tasks on the move
Review priorities, update work and complete follow-up wherever you are
🔔
Appointments and events
Access schedules, bookings, registrations and attendance when they matter
👤
Secure access
Keep business information protected through permission-aware access
📇
Real-time updates
Work from the latest shared information across your organisation
Flexible by design
Prismaya adapts to your world.
One configurable platform for many different ways of working.
Businesses and sales teams
Connect every lead, customer, opportunity and follow-up, then build a sales process that fits the way your team sells.
Sales and growth
Agencies
Bring client relationships, campaigns, projects, meetings and deadlines together without switching between disconnected tools.
Client delivery
Professional services
Keep every engagement, task, document, appointment and payment connected to the client it serves.
Relationship-led work
Charities and nonprofits
Manage supporters, volunteers, fundraising, programmes, grants and communications in one adaptable platform.
Fundraising and engagement
Businesses and sales teams
Connect every lead, customer, opportunity and follow-up, then build a sales process that fits the way your team sells.
Sales and growth
Agencies
Bring client relationships, campaigns, projects, meetings and deadlines together without switching between disconnected tools.
Client delivery
Professional services
Keep every engagement, task, document, appointment and payment connected to the client it serves.
Relationship-led work
Charities and nonprofits
Manage supporters, volunteers, fundraising, programmes, grants and communications in one adaptable platform.
Fundraising and engagement
Education and training
Coordinate learners, courses, sessions, communications, attendance and payments with a complete view of every relationship.
Learners and delivery
Membership organisations
Manage applications, membership records, renewals, events, payments and engagement from one connected workspace.
Members and renewals
Estate agencies
Connect applicants, vendors, properties, enquiries, appointments and follow-up through configurable records and workflows.
Properties and viewings
Events teams
Manage invitations, tickets, schedules, attendance, communication and post-event follow-up in one place.
Registration and attendance
Education and training
Coordinate learners, courses, sessions, communications, attendance and payments with a complete view of every relationship.
Learners and delivery
Membership organisations
Manage applications, membership records, renewals, events, payments and engagement from one connected workspace.
Members and renewals
Estate agencies
Connect applicants, vendors, properties, enquiries, appointments and follow-up through configurable records and workflows.
Properties and viewings
Events teams
Manage invitations, tickets, schedules, attendance, communication and post-event follow-up in one place.
Registration and attendance
Audit trail
See who changed what and when across important records and activity, supporting accountable work and reliable oversight.
Recent Activity
Personalized Email
15s
Personalized Email sent to ••••• @gmail.com
Peer Review
FAILED
Reviewed and approved 2 outputs from Content Drafting Agent
Content Drafting
PROCESSING
Generated draft campaign brief
Admin Approval
PROCESSING
Final approval of marketing copy before publishing
Weekly Campaign Report
2m
Generated campaign performance report
SEO Audit
FAILED
Reviewed and approved 2 outputs from Content Drafting Agent
Price Monitoring Agent
PROCESSING
Generated draft campaign brief
Granular access
Control access by role, record and field so each person can use the information they need without exposing what they do not.
Connected automation
Build secure workflows that respond to CRM activity, update records, communicate with contacts and connect Prismaya to the rest of your software.
Processing
Feedback
Appointments, events and payments
Make interactions easier with public booking, events, ticketing, attendance and payments connected to the wider relationship.
Ticketing & Check-In
Tone Guidelines
Create events, issue tickets, and scan QR codes at the door while syncing attendance back to the CRM in real time.
QR Check-In
Ticketing
Attendance
Simple pricing.
Powerful features.
Start with Essentials to manage your core operations, scale to Growth for advanced features, or choose Impact for enterprise-grade capabilities and unlimited scale.
Essentials
$99/mo
Perfect for small nonprofits getting started with donor and volunteer management.
- Core CRM with unlimited contacts
- Volunteer & staff management
- Events with QR check-in
- Donation tracking & tax receipts
- Recurring donations & campaigns
- Email marketing integration
- 10 team messaging channels
- Mobile app access
- REST API & webhooks
Growth
$279/mo
Ideal for growing organizations ready to scale impact with advanced automation.
- Everything in Essentials, plus
- Project management & task boards
- Visual workflow builder
- Matching gifts & gift-in-kind
- Donor segmentation
- Member forums & SMS/WhatsApp
- Certificate generation
- 30 team messaging channels
- 50 GB shared storage
Impact
$599/mo
Enterprise-grade capabilities for maximum impact and unlimited scale.
- Everything in Growth, plus
- AI grant application drafting
- AI-assisted email writing
- Donor sentiment analysis
- Predictive analytics
- Multi-organization management
- Configurable data residency
- Unlimited messaging channels
- Dedicated success manager
Frequently Asked Questions
What is Prismaya?
Prismaya is a highly customisable CRM, marketing and operations platform. It brings relationships, sales, campaigns, projects, appointments, events, payments and automation together in one connected system.
Who is Prismaya for?
Prismaya is designed for any business, organisation or individual whose work depends on managing relationships and the activity around them. It can be configured for sales teams, agencies, professional services, charities, education providers, membership organisations, estate agencies and many other ways of working.
Can Prismaya adapt to the way we work?
Yes. You can configure objects, fields, relationships, layouts, permissions and workflows around your organisation instead of forcing your processes into a fixed CRM structure.
What can Ask Prismaya do?
Ask Prismaya can search the data you are permitted to access, answer questions, summarise activity, draft content, analyse information and prepare actions for your review and confirmation.
How does Prismaya protect important data?
Prismaya is built around tenant isolation, granular permissions, field-level access, secure integrations and audit trails. Access is governed by the permissions assigned within each workspace.
Latest Insights
Practical ideas for better CRM, marketing, automation and relationship-led work.
Build a CRM around the way you work.
Bring your relationships, operations and growth into one intelligent platform.
Configurable from day one • Secure by design • Built to grow with you